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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-17-2019
- Office Locations
- 1
Office Locations
About Earndex, LLC
EARNDEX, LLC is a Bryn Mawr, PA RIA focused on financial planning aimed at building long-term financial security, emphasizing the “why” behind recommendations. The firm provides portfolio construction, asset allocation and risk management alongside tax and estate planning and insurance guidance. Portfolios are implemented primarily with public funds and fixed income, with some ETF exposure, and are custodied at Charles Schwab.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
David Evan Tomback
Certified Financial Planner, Chief Compliance Officer
- CRD
- #7056200
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,968,033 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,968,033 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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